Reports & Print

Find and access all generated documents for any patient: clinical letterpad outputs, prescription reports, invoices, and uploaded investigation files: in one place.

What is the Reports section?

The Reports section is a central document hub for the clinic. It lets you search for any patient and view all documents linked to their Appointments:

• Clinical reports (letterpad / diagnosis summaries)
• Medicine / prescription reports
• Invoices (billing)
• Uploaded documents (X-rays, PDFs, images)

This is the go-to place when you need to retrieve, view, or print any document for a patient without having to navigate into individual Appointments.

Web App only. The Reports section is currently available on the web app.

Who can use this?

Accessing Reports

Web App: Click Reports in the left sidebar.

The Reports index page opens: it shows a searchable patient list.

Searching for a Patient

1. Use the search bar to find the patient by:
   • Name
   • Mobile number
   • Patient code (ID)
   • All (searches across all fields)
2. Results appear in a paginated list (10 patients per page).
3. Click the patient's name to open their report list.

Search results update automatically as you type (with a short debounce). Results are paginated if there are many matches.

Patient Report List

Once you open a patient from the search results, you see a table of all documents linked to that patient across all their Appointments, sorted by date (newest first).

Each row in the table shows:

Document Types in the Report Table

Opening and Printing Documents

Clinical Report (Letterpad)

• Click View → the clinical letterpad opens showing: clinic header, patient details, appointment date, diagnosis, and any uploaded files from that Appointment.
• Use your browser's Print to print or save as PDF.

Medicine Report (Prescription)

• Click View → the printable prescription opens with clinic letterhead, patient details, and the medicine table.
• Use your browser's Print to print or save as PDF.

Invoice: Click View → the billing invoice opens with the full procedure list, tax, discount, total, and payment summary.

• Use your browser's Print to print or save as PDF.

Uploaded Document (X-ray / Image / PDF)

• Click View → the document opens in a viewer.
• Images: Shown as a full-size preview.
• PDFs: Opened for viewing or downloading.
• Use the Open in new tab or Download action to save the file locally.

Tips for Using Reports

• Before a follow-up: Look up the patient in Reports to quickly pull their last clinical report or prescription without searching through Appointment history.
• Sharing with another doctor: Use the print/PDF options to generate a document to share externally.
• Finding an invoice: Use Reports → patient → filter by Invoice type, rather than navigating to the billing section.
• Retrieving an X-ray: Use Reports → patient → filter by Uploaded document to find any previously uploaded investigation.

What's Next?

• Patients: Patient profiles and Appointment history.

• Prescriptions: How prescriptions are created during an appointment.

• Billing: How invoices are created and managed.

• Investigations: How documents are uploaded during an appointment.

Last updated: July 2026 · Cliops v1.0 · MVP